Institute For Wealth Management, Llc. American Electric Power CO Inc Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in American Electric Power CO Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 4,400 shares of AEP stock, worth $460,328. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,400

Previous 4,664 5.66%

Holding current value

$460,328

Previous $478,000 15.27%

% of portfolio

0.05%

Previous 0.06%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	SELL	$90.91 - $102.21 $24,000 - $26,983	-264 Reduced 5.66%	4,400 $405,000
Q3 2024 Nov 12, 2024	SELL	$87.11 - $104.95 $2,874 - $3,463	-33 Reduced 0.7%	4,664 $478,000
Q2 2024 Jul 25, 2024	SELL	$79.51 - $92.67 $954 - $1,112	-12 Reduced 0.25%	4,697 $412,000
Q1 2024 Apr 30, 2024	BUY	$75.94 - $86.1 $12,530 - $14,206	165 Added 3.63%	4,709 $405,000
Q4 2023 Jan 31, 2024	SELL	$71.33 - $83.57 $4,351 - $5,097	-61 Reduced 1.32%	4,544 $369,000
Q3 2023 Oct 13, 2023	SELL	$74.67 - $87.93 $5,002 - $5,891	-67 Reduced 1.43%	4,605 $346,000
Q2 2023 Jul 25, 2023	SELL	$81.62 - $94.89 $8,406 - $9,773	-103 Reduced 2.16%	4,672 $393,000
Q1 2023 Apr 20, 2023	SELL	$85.41 - $97.95 $4,697 - $5,387	-55 Reduced 1.14%	4,775 $434,000
Q4 2022 Feb 02, 2023	SELL	$82.99 - $98.62 $8,050 - $9,566	-97 Reduced 1.97%	4,830 $458,000
Q3 2022 Oct 18, 2022	BUY	$55.46 - $105.18 $5,546 - $10,518	100 Added 2.07%	4,927 $426,000
Q4 2021 Jan 21, 2022	SELL	$80.28 - $88.97 $19,026 - $21,085	-237 Reduced 4.68%	4,827 $429,000
Q3 2021 Nov 15, 2021	SELL	$81.18 - $91.08 $2,191 - $2,459	-27 Reduced 0.53%	5,064 $411,000
Q2 2021 Jul 21, 2021	SELL	$82.35 - $90.14 $4,529 - $4,957	-55 Reduced 1.07%	5,091 $431,000
Q1 2021 May 04, 2021	SELL	$74.85 - $85.84 $19,461 - $22,318	-260 Reduced 4.81%	5,146 $436,000
Q4 2020 Feb 01, 2021	SELL	$80.71 - $93.59 $92,574 - $107,347	-1,147 Reduced 17.5%	5,406 $450,000
Q3 2020 Nov 03, 2020	SELL	$77.82 - $89.28 $53,695 - $61,603	-690 Reduced 9.53%	6,553 $536,000
Q2 2020 Jul 30, 2020	BUY	$72.5 - $87.91 $4,495 - $5,450	62 Added 0.86%	7,243 $577,000
Q1 2020 Apr 29, 2020	BUY	$70.0 - $104.33 $20,510 - $30,568	293 Added 4.25%	7,181 $574,000
Q4 2019 Feb 27, 2020	BUY	$88.5 - $95.72 $551,974 - $597,005	6,237 Added 958.06%	6,888 $651,000
Q4 2019 Jan 27, 2020	BUY	$88.5 - $95.72 $57,613 - $62,313	651 New	651 $651,000

Others Institutions Holding AEP

# of Institutions

1,693

Shares Held

408M

Call Options Held

2.56M

Put Options Held

1.61M

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About AMERICAN ELECTRIC POWER CO INC

Ticker AEP
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 513,864,000
Market Cap $53.8B
Description
American Electric Power Company, Inc., an electric public utility holding company, engages in the generation, transmission, and distribution of electricity for sale to retail and wholesale customers in the United States. It operates through Vertically Integrated Utilities, Transmission and Distribution Utilities, AEP Transmission Holdco, and Gen...

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Institute For Wealth Management, Llc. American Electric Power CO Inc Transaction History